Raymond James Financial Services Advisors’s Enterprise Financial Services Corp EFSC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio EFSC Stock Details EFSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,372	Closed	-$228K	–	3012
2020 Q3	$228K	Hold	8,372	–	–	﹤0.01%	2458
2020 Q2	$261K	Hold	8,372	–	–	﹤0.01%	2322
2020 Q1	$234K	Hold	8,372	–	–	﹤0.01%	1992
2019 Q4	$404K	Hold	8,372	–	–	﹤0.01%	2116
2019 Q3	$341K	Hold	8,372	–	–	﹤0.01%	2161
2019 Q2	$348K	Hold	8,372	–	–	﹤0.01%	2173
2019 Q1	$341K	Buy	+8,372	New	+$360K	﹤0.01%	2156

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WFC

Western Financial Corp San Diego, California $341M AUM 130.58% 1-Year Est. Return

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Raymond James Financial Services Advisors's EFSC Position: Q4 2020 in Review

Raymond James Financial Services Advisors sold out of Enterprise Financial Services Corp (EFSC) in Q4 2020, closing a stake of 8,372 shares — an estimated $228K sold.

Raymond James Financial Services Advisors first reported a position in EFSC in Q1 2019 and held it in 7 quarters. The position peaked at $404K in Q4 2019. 165 funds tracked by Wall St. Rank hold EFSC as of Q4 2020.

Raymond James Financial Services Advisors reported no remaining Enterprise Financial Services Corp position as of Q4 2020 after selling out during the quarter.
Raymond James Financial Services Advisors sold 8,372 Enterprise Financial Services Corp shares in Q4 2020, an estimated $228K.
Raymond James Financial Services Advisors first reported a position in Enterprise Financial Services Corp in Q1 2019 and held it in 7 quarters.
Raymond James Financial Services Advisors's Enterprise Financial Services Corp position peaked at $404K in Q4 2019.
165 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q4 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.